Purchases and Sales Made in Q4 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD HEALTH CARE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
60+ 1.98% |
$13.4K - $15.1K
|
3.09K
$786K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
56+ 1.05% |
$12.5K - $14.1K
|
5.37K
$1.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
54+ 4.68% |
$12K - $13.6K
|
1.21K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
53New |
$11.8K - $13.3K
|
53
$13.5K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
49+ 0.51% |
$10.9K - $12.3K
|
9.74K
$2.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
49+ 6.56% |
$10.9K - $12.3K
|
796
$202K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
45+ 3.94% |
$10K - $11.3K
|
1.19K
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
44New |
$9.82K - $11K
|
44
$11.2K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43+ 0.18% |
$9.59K - $10.8K
|
23.8K
$6.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
41+ 3.24% |
$9.15K - $10.3K
|
1.31K
$332K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
40New |
$8.92K - $10K
|
40
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
38New |
$8.48K - $9.54K
|
38
$9.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
38+ 3.71% |
$8.48K - $9.54K
|
1.06K
$270K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
38+ 3.58% |
$8.48K - $9.54K
|
1.1K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37+ 3.62% |
$8.25K - $9.29K
|
1.06K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$8.03K - $9.04K
|
36
$9.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
36+ 11.84% |
$8.03K - $9.04K
|
340
$86.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
35New |
$7.81K - $8.79K
|
35
$8.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
33+ 0.24% |
$7.36K - $8.29K
|
14K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
33+ 1.78% |
$7.36K - $8.29K
|
1.89K
$479K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
33New |
$7.36K - $8.29K
|
33
$8.38K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
33+ 3.62% |
$7.36K - $8.29K
|
945
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
33+ 1.17% |
$7.36K - $8.29K
|
2.86K
$728K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
32+ 0.86% |
$7.14K - $8.03K
|
3.76K
$955K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 2.99% |
$6.69K - $7.53K
|
1.03K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
29+ 0.55% |
$6.47K - $7.28K
|
5.31K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29New |
$6.47K - $7.28K
|
29
$7.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28+ 2.75% |
$6.25K - $7.03K
|
1.05K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
28+ 1.67% |
$6.25K - $7.03K
|
1.71K
$433K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
28+ 2.54% |
$6.25K - $7.03K
|
1.13K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
27+ 2.4% |
$6.02K - $6.78K
|
1.15K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25New |
$5.58K - $6.28K
|
25
$6.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
25+ 1.73% |
$5.58K - $6.28K
|
1.47K
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
23+ 0.38% |
$5.13K - $5.78K
|
6.05K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
21+ 0.62% |
$4.69K - $5.27K
|
3.42K
$868K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
20+ 0.23% |
$4.46K - $5.02K
|
8.68K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 0.07% |
$4.46K - $5.02K
|
27.4K
$6.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 1.02% |
$4.46K - $5.02K
|
1.99K
$505K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
19+ 0.59% |
$4.24K - $4.77K
|
3.25K
$825K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16+ 0.74% |
$3.57K - $4.02K
|
2.18K
$554K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16+ 0.68% |
$3.57K - $4.02K
|
2.37K
$601K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
16New |
$3.57K - $4.02K
|
16
$4.06K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15+ 1.46% |
$3.35K - $3.77K
|
1.05K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.31% |
$3.12K - $3.52K
|
4.52K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14+ 0.42% |
$3.12K - $3.52K
|
3.32K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 1.66% |
$2.9K - $3.26K
|
796
$202K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.04% |
$2.9K - $3.26K
|
29.2K
$7.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.55% |
$2.9K - $3.26K
|
2.36K
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.38% |
$2.9K - $3.26K
|
3.45K
$876K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.56% |
$2.9K - $3.26K
|
2.35K
$596K
|